Cornerstone Strategic Investment Fund, Inc.
CLM- Exchange
- NYSE
- SEC CIK
- 0000814083
In the last 90 days, Cornerstone Strategic Investment Fund, Inc. insiders filed 1 open-market purchase and 0 sales; 146 institutions reported holding it in 13F filings for Q2 2026, worth $339.9M in total; no superinvestor holds it.
13F holders, Q1 2026
Institutional positions in Cornerstone Strategic Investment Fund, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 138
- +12 vs. Q4 2025
- Shares held
- 42.5M
- +13.2M (+45.1%) vs. Q4 2025
- Total value
- $310.0M
- +$65.2M (+26.6%) vs. Q4 2025
- New holders
- 23
- 58 more added
- Sold out
- 11
- 25 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting CLM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $339.9M |
| Q1 2026 | 138 | $310.0M |
| Q4 2025 | 127 | $245.0M |
| Q3 2025 | 126 | $314.0M |
| Q2 2025 | 121 | $326.4M |
| Q1 2025 | 121 | $197.1M |
| Q4 2024 | 128 | $211.9M |
| Q3 2024 | 117 | $214.2M |
| Q2 2024 | 117 | $250.1M |
| Q1 2024 | 108 | $259.0M |
| Q4 2023 | 110 | $258.2M |
| Q3 2023 | 92 | $253.9M |
| Q2 2023 | 92 | $302.0M |
| Q1 2023 | 90 | $284.4M |
| Q4 2022 | 90 | $340.6M |
| Q3 2022 | 78 | $353.0M |
| Q2 2022 | 85 | $368.0M |
| Q1 2022 | 66 | $68.6M |
| Q4 2021 | 56 | $62.9M |
| Q3 2021 | 46 | $103.5M |
| Q2 2021 | 53 | $167.1M |
| Q1 2021 | 51 | $35.8M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Cornerstone Strategic Investment Fund, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Partners Investment Advisory, LLC | 1 | $4 | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3 | $22 | 0.00% | +1+50.0% | Added |
| Wells Fargo & Company | 4 | $31 | 0.00% | +2+100.0% | Added |
| Walsh & Associates, LLC | 11 | $80 | 0.00% | +11 | New |
| CWM, LLC | 14 | $102 | 0.00% | −151−91.5% | Reduced |
| Gill Capital Partners, LLC | 29 | $211 | 0.00% | +29 | New |
| Parvin Asset Management, LLC | 67 | $488 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 400 | $2.91K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 600 | $4.37K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 780 | $5.68K | 0.00% | +742+1,952.6% | Added |
| GoalVest Advisory LLC | 928 | $6.76K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 898 | $7.00K | 0.00% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Avalon Trust Co | 1,000 | $7.28K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 1,120 | $8.15K | 0.00% | +60+5.7% | Added |
| The PNC Financial Services Group, Inc. | 1,250 | $9.10K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,377 | $10.0K | 0.00% | +1,377 | New |
| Sunbelt Securities, Inc. | 1,546 | $11.3K | 0.00% | +83+5.7% | Added |
| Aventura Private Wealth, LLC | 2,500 | $18.2K | 0.01% | 00.0% | Unchanged |
| TSFG, LLC | 2,695 | $20.0K | 0.00% | +143+5.6% | Added |
| Royal Bank of Canada | 2,943 | $21.0K | 0.00% | +1,943+194.3% | Added |
| Assetmark, Inc | 3,011 | $21.9K | 0.00% | −4,949−62.2% | Reduced |
| Golden State Equity Partners | 3,304 | $24.1K | 0.00% | +3,304 | New |
| Fortis Group Advisors, LLC | 3,426 | $24.9K | 0.00% | +3,426 | New |
| Spire Wealth Management | 3,660 | $26.6K | 0.00% | +88+2.5% | Added |
| Sound Income Strategies, LLC | 4,864 | $35.9K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 5,500 | $40.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 5,628 | $41.0K | 0.00% | +3,720+195.0% | Added |
| Farther Finance Advisors, LLC | 5,804 | $42.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 6,505 | $47.4K | 0.00% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 6,528 | $47.5K | 0.01% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 10,000 | $72.8K | 0.01% | 00.0% | Unchanged |
| Valmark Advisers, Inc. | 10,016 | $72.9K | 0.00% | +16+0.2% | Added |
| Everett Harris & Co | 10,205 | $74.3K | 0.00% | +10,205 | New |
| Resources Investment Advisors, LLC. | 10,760 | $78.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 11,204 | $81.6K | 0.01% | 00.0% | Unchanged |
| Evergreen Wealth Partners LLC | 11,531 | $83.9K | 0.06% | +11,531 | New |
| Allworth Financial LP | 11,910 | $86.7K | 0.00% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 12,459 | $90.7K | 0.01% | +567+4.8% | Added |
| Secure Asset Management, LLC | 12,530 | $91.2K | 0.01% | +12,530 | New |
| CIBC World Markets Inc. | 12,654 | $92.1K | 0.00% | +12,654 | New |
| Davenport & Co LLC | 12,773 | $93.0K | 0.00% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 12,919 | $94.0K | 0.00% | +12,919 | New |
| Mariner, LLC | 13,125 | $95.5K | 0.00% | −7,765−37.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 13,219 | $96.2K | 0.01% | +703+5.6% | Added |
| NWF Advisory Services Inc. | 13,500 | $98.3K | 0.01% | +1,000+8.0% | Added |
| Accurate Wealth Management, LLC | 14,003 | $103.9K | 0.01% | +14,003 | New |
| Strategic Financial Concepts, LLC | 14,700 | $107.0K | 0.03% | +14,700 | New |
| CI Private Wealth, LLC | 14,748 | $107.4K | 0.00% | −429−2.8% | Reduced |
| Mercer Global Advisors Inc | 15,054 | $109.6K | 0.00% | +15,054 | New |
| Virtu Financial LLC | 15,593 | $114.0K | 0.00% | +15,593 | New |
| Ameriprise Financial Inc | 15,916 | $115.9K | 0.00% | 00.0% | Unchanged |
| A4 Wealth Advisors LLC | 15,972 | $116.3K | 0.10% | 00.0% | Unchanged |
| Capital CS Group, LLC | 17,156 | $124.9K | 0.26% | +617+3.7% | Added |
| GWM Advisors LLC | 17,490 | $127.3K | 0.00% | +571+3.4% | Added |
| Integrity Alliance, LLC. | 17,631 | $128.4K | 0.00% | −11−0.1% | Reduced |
| UBS Group AG | 17,634 | $128.4K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 17,850 | $130.0K | 0.00% | +700+4.1% | Added |
| Clearstead Advisors, LLC | 17,880 | $130.2K | 0.00% | +17,880 | New |
| Summit Financial, LLC | 18,631 | $135.6K | 0.00% | −796−4.1% | Reduced |
| Larson Financial Group LLC | 19,171 | $139.6K | 0.00% | +7,094+58.7% | Added |
| CoreCap Advisors, LLC | 19,176 | $139.6K | 0.00% | −23,224−54.8% | Reduced |
| Evolution Wealth Management Inc. | 19,425 | $141.4K | 0.10% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 19,961 | $145.3K | 0.00% | +346+1.8% | Added |
| Howe & Rusling Inc | 20,142 | $146.6K | 0.01% | +20,142 | New |
| Pensionmark Financial Group, LLC | 20,354 | $148.2K | 0.00% | +700+3.6% | Added |
| JPMorgan Chase & Co | 21,285 | $148.4K | 0.00% | +18,253+602.0% | Added |
| Smith Chas P & Associates Pa Cpas | 20,663 | $150.4K | 0.01% | +20,663 | New |
| Sequoia Financial Advisors, LLC | 21,400 | $155.8K | 0.00% | 00.0% | Unchanged |
| Becker Capital Management Inc | 22,037 | $160.4K | 0.00% | +2,566+13.2% | Added |
| Kingsview Wealth Management, LLC | 23,333 | $169.9K | 0.00% | +13,333+133.3% | Added |
| Pasadena Private Wealth, LLC | 23,661 | $172.3K | 0.02% | +3,204+15.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 24,023 | $176.3K | 0.00% | −10,016−29.4% | Reduced |
| HF Advisory Group, LLC | 24,499 | $178.4K | 0.06% | +924+3.9% | Added |
| NBC Securities, Inc. | 25,205 | $183.5K | 0.01% | +6,750+36.6% | Added |
| Chicago Partners Investment Group LLC | 24,940 | $186.3K | 0.00% | −492−1.9% | Reduced |
| Kestra Private Wealth Services, LLC | 25,805 | $187.9K | 0.00% | +896+3.6% | Added |
| Rockefeller Capital Management L.P. | 26,634 | $193.9K | 0.00% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 28,000 | $203.8K | 0.10% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 28,547 | $207.8K | 0.02% | −1,375−4.6% | Reduced |
| XTX Topco Ltd | 28,668 | $208.7K | 0.00% | +28,668 | New |
| EP Wealth Advisors, LLC | 28,732 | $209.2K | 0.00% | 00.0% | Unchanged |
| Buska Wealth Management, LLC | 29,435 | $214.3K | 0.09% | +802+2.8% | Added |
| Cerity Partners LLC | 30,067 | $218.9K | 0.00% | +30,067 | New |
| Pathstone Holdings, LLC | 33,089 | $240.9K | 0.00% | 00.0% | Unchanged |
| We Are One Seven, LLC | 33,787 | $246.0K | 0.00% | −1,684−4.7% | Reduced |
| Meridian Wealth Management, LLC | 36,805 | $267.9K | 0.01% | +17,346+89.1% | Added |
| Independent Advisor Alliance | 37,072 | $269.9K | 0.00% | +37,072 | New |
| Firethorn Wealth Partners, LLC | 40,255 | $293.1K | 0.11% | +20,493+103.7% | Added |
| BlackRock, Inc. | 41,258 | $300.4K | 0.00% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 48,798 | $355.2K | 0.01% | +4,052+9.1% | Added |
| Toronto Dominion Bank | 50,200 | $365.5K | 0.00% | +200+0.4% | Added |
| Stifel Financial Corp | 50,734 | $369.3K | 0.00% | +3,875+8.3% | Added |
| Envestnet Asset Management Inc | 50,783 | $369.7K | 0.00% | +507+1.0% | Added |
| Kestra Advisory Services, LLC | 52,220 | $380.2K | 0.00% | +18,379+54.3% | Added |
| AE Wealth Management LLC | 53,167 | $387.1K | 0.00% | −18,736−26.1% | Reduced |
| Private Advisor Group, LLC | 54,608 | $397.6K | 0.00% | +626+1.2% | Added |
| Garden State Investment Advisory Services LLC | 57,260 | $417.0K | 0.10% | +5,180+9.9% | Added |
| Gladstone Institutional Advisory LLC | 57,496 | $418.6K | 0.02% | +57,496 | New |